Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's ...

Opinion: For the first time, aging law firm owners have a succession option that doesn't require internal buyers, competitor ...

Tax efficiency is usually the number one thing that people think about,” said Scott Davis, head of ETFs at Capital Group.

Osaic is expanding succession planning assistance in its W-2 model with a majority-stake investment in Innovative Wealth Team, a Nashville, Tenn.-based advisory group with $700 million in managed ...

Cambridge Investment Research, Inc. ("Cambridge"), one of the nation's largest independent broker-dealers, has expanded its continuity and succession strategy through the acquisition of WealthPlanners ...

Forbes contributors publish independent expert analyses and insights. Vibhas Ratanjee studies leadership and culture at Gallup This voice experience is generated by AI. Learn more. This voice ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

Two industry veterans have launched an RIA succession platform designed to provide all the services that an advisor needs to sell their business without an intermediary and maximize its value, ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Business leaders and owners must navigate constant ...

MISSION, Kan.--(BUSINESS WIRE)--A team of industry and advisor veterans today announced the launch of Uniting Wealth Partners (UWP), a revolutionary RIA Succession Incubator backed by Wealth Advisor ...

Goldman Sachs has made succession planning a core pillar of its North American ultra-high-net-worth (UHNW) strategy, treating ...